Retention Schedules: Business Services - Accounts Receivable
Records Type
Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.
A/R corrections
Agency Schedule Number: 013-018
Item No.: 2
Description:
Confidential Information: No
Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: Retain current year plus 3 fiscal years, then dispose.
Effective Date: March 2013
Revision Date: NA
A/R refunds/appeals
Agency Schedule Number: 013-018
Item No.: 3
Description:
Confidential Information: No
Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: Retain current year plus 3 fiscal years, then dispose.
Effective Date: March 2013
Revision Date: NA
A/R write offs
Agency Schedule Number: 013-018
Item No.: 8
Description:
Confidential Information: No
Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: Retain current year plus 3 fiscal years, then dispose.
Effective Date: March 2013
Revision Date: NA
Cash receipts daily work
Agency Schedule Number: 013-018
Item No.: 1
Description:
Confidential Information: No
Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: Retain current year plus 3 fiscal years, then dispose.
Effective Date: March 2013
Revision Date: NA
Return of Title Four documentation
Agency Schedule Number: 013-018
Item No.: 4
Description:
Confidential Information: No
Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: Retain current year plus 3 fiscal years, then dispose.
Effective Date: March 2013
Revision Date: NA
Perkins promissory notes
Agency Schedule Number: 013-018
Item No.: 7
Description:
Confidential Information: No
Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: Retain 4 years once note has been paid off, then dispose.
Effective Date: March 2013
Revision Date: NA
Special course fee approvals
Agency Schedule Number: 013-018
Item No.: 5
Description:
Confidential Information: No
Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: Retain current year plus 3 fiscal years, then dispose.
Effective Date: March 2013
Revision Date: NA
Third party authorizations
Agency Schedule Number: 013-018
Item No.: 6
Description:
Confidential Information: No
Office of Record: Business Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: Retain current year plus 3 fiscal years, then dispose.
Effective Date: March 2013
Revision Date: NA